Add a job

Updated 2 months ago by Arianne G.

  1. Under Main, select the Jobs tab.
  2. Click .
  3. Enter the Job Name (must be 14 alphanumeric characters or fewer). This is your own internal way of labeling the job.
  4. Click Create. You are taken to the Job Info page.
  5. Click .
  6. Enter the job information (customer name, address, phone number, claim number).
  7. In the Personnel section, select a supervisor.
  8. This list is populated from the list of users associated with your instance. View this list on the Users/Devices page.
  9. Click .
In the menu, the Job menu now appears above the Main menu with the following options: Job Info, Inventory, Distribute Task, Images, Generate IDs, and Reports. 

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